Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,248 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q4 2024
Institutional positions in Microsoft Corp as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,877
- +673 vs. Q3 2024
- Shares held
- 5.36B
- +68.6M (+1.3%) vs. Q3 2024
- Total value
- $2.26T
- −$1.95B (−0.1%) vs. Q3 2024
- New holders
- 766
- 2,514 more added
- Sold out
- 93
- 2,219 more reduced
98 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tumwater Wealth Management, LLC | 2,924 | $1.23M | 0.65% | +2,924 | New |
| R. W. Roge & Company, Inc. | 2,927 | $1.23M | 0.67% | −145−4.7% | Reduced |
| KilterHowling LLC | 3,018 | $1.23M | 0.71% | +413+15.9% | Added |
| Cairn Investment Group, Inc. | 2,931 | $1.24M | 0.73% | −157−5.1% | Reduced |
| Passumpsic Savings Bank | 2,937 | $1.24M | 0.77% | +105+3.7% | Added |
| NBZ Investment Advisors LLC | 2,940 | $1.24M | 0.69% | +2,940 | New |
| Sprinkle Financial Consultants LLC | 2,942 | $1.24M | 0.84% | −120−3.9% | Reduced |
| POM Investment Strategies, LLC | 2,946 | $1.24M | 0.94% | −188−6.0% | Reduced |
| Tidemark, LLC | 2,950 | $1.24M | 0.48% | +871+41.9% | Added |
| MAS Advisors LLC | 2,952 | $1.24M | 2.09% | −44−1.5% | Reduced |
| Austin Wealth Management, LLC | 2,902 | $1.25M | 0.26% | +309+11.9% | Added |
| Opus Capital Group, LLC | 2,956 | $1.25M | 0.16% | +104+3.6% | Added |
| Seros Financial, LLC | 2,789 | $1.25M | 1.12% | +2,789 | New |
| Wealthgarden F.S. LLC | 2,958 | $1.25M | 1.17% | +3+0.1% | Added |
| Brown Wealth Management, LLC | 2,959 | $1.25M | 0.44% | +86+3.0% | Added |
| Verus Wealth Management, LLC | 2,960 | $1.25M | 1.40% | +2,960 | New |
| Epiq Partners, LLC | 2,969 | $1.25M | 0.68% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2,969 | $1.25M | 0.18% | −19,602−86.8% | Reduced |
| Keener Financial Planning LLC | 2,974 | $1.25M | 0.74% | +328+12.4% | Added |
| Clarity Wealth Development LLC | 3,024 | $1.26M | 1.36% | +3,024 | New |
| Brightwater Advisory LLC | 2,987 | $1.26M | 0.99% | −187−5.9% | Reduced |
| Act Wealth Management, LLC | 2,991 | $1.26M | 0.59% | −4−0.1% | Reduced |
| HFG Advisors, Inc. | 2,995 | $1.26M | 1.10% | +81+2.8% | Added |
| Yardley Wealth Management LLC | 2,974 | $1.26M | 0.61% | +2,094+238.0% | Added |
| De Lisle Partners LLP | 3,000 | $1.26M | 0.19% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 3,002 | $1.27M | 2.52% | +19+0.6% | Added |
| Fortress Financial Group, LLC | 3,015 | $1.27M | 1.26% | +3,015 | New |
| Kraematon Investment Advisors, Inc | 3,018 | $1.27M | 1.26% | +161+5.6% | Added |
| Kelman-Lazarov, Inc. | 3,022 | $1.27M | 0.23% | +182+6.4% | Added |
| Flagship Wealth Advisors, LLC | 3,030 | $1.28M | 0.75% | +3,030 | New |
| Westfuller Advisors, LLC | 3,033 | $1.28M | 0.81% | −34−1.1% | Reduced |
| Alpha Advisors, LLC | 3,038 | $1.28M | 1.32% | +3,038 | New |
| Plum Street Advisors, LLC | 3,041 | $1.28M | 0.63% | +93+3.2% | Added |
| Morling Financial Advisors, LLC | 3,043 | $1.28M | 0.45% | −345−10.2% | Reduced |
| Lutz Financial Services LLC | 3,044 | $1.28M | 0.10% | −75−2.4% | Reduced |
| Schwartz Investment Counsel Inc | 3,045 | $1.28M | 0.05% | −30−1.0% | Reduced |
| Wealth Advisors Northwest LLC | 3,050 | $1.29M | 0.88% | +3,050 | New |
| Astra Wealth Partners LLC | 3,052 | $1.29M | 1.21% | +3,052 | New |
| SWMG, LLC | 2,884 | $1.29M | 0.51% | −73−2.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 3,055 | $1.29M | 2.50% | −611−16.7% | Reduced |
| RFG Holdings, Inc. | 3,049 | $1.29M | 0.43% | +390+14.7% | Added |
| Arlington Capital Management, Inc. | 3,056 | $1.29M | 0.89% | +3+0.1% | Added |
| Christensen, King & Associates Investment Services, Inc. | 2,939 | $1.29M | 0.61% | −22−0.7% | Reduced |
| Copley Financial Group, Inc. | 3,066 | $1.29M | 0.99% | +1,133+58.6% | Added |
| Moneywise, Inc. | 3,066 | $1.29M | 0.65% | −556−15.4% | Reduced |
| Wick Capital Partners, LLC | 3,071 | $1.29M | 0.38% | +194+6.7% | Added |
| Vanguard Capital Wealth Advisors | 3,071 | $1.29M | 1.41% | −166−5.1% | Reduced |
| Grove Street Fiduciary, LLC | 3,076 | $1.30M | 0.68% | +3,076 | New |
| Ipsen Advisor Group LLC | 3,083 | $1.30M | 1.11% | +3,083 | New |
| Wiser Wealth Management, Inc | 3,086 | $1.30M | 0.37% | +532+20.8% | Added |
| Financial Guidance Group, Inc. | 3,093 | $1.30M | 0.71% | −25−0.8% | Reduced |
| Verus Financial Partners, Inc. | 3,123 | $1.31M | 0.15% | −20−0.6% | Reduced |
| Long Road Investment Counsel, LLC | 3,117 | $1.31M | 0.54% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 3,128 | $1.32M | 0.38% | −380−10.8% | Reduced |
| Financial Harvest, LLC | 3,129 | $1.32M | 1.11% | +3,129 | New |
| Second Half Financial Partners, LLC | 3,135 | $1.32M | 0.65% | −9−0.3% | Reduced |
| Welch Capital Partners LLC | 3,137 | $1.32M | 0.29% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 3,137 | $1.32M | 0.56% | +376+13.6% | Added |
| Global Wealth Strategies & Associates | 3,143 | $1.32M | 0.41% | +146+4.9% | Added |
| McNaughton Wealth Management, LLC | 3,143 | $1.32M | 0.64% | +89+2.9% | Added |
| Trinity Wealth Management, LLC | 3,146 | $1.33M | 0.60% | +129+4.3% | Added |
| Morris Financial Concepts, Inc. | 3,152 | $1.33M | 0.57% | +113+3.7% | Added |
| Brogan Financial, Inc. | 3,153 | $1.33M | 0.65% | +65+2.1% | Added |
| Nova Wealth Management, Inc. | 3,154 | $1.33M | 1.15% | +3,154 | New |
| Martin Worley Group | 3,155 | $1.33M | 0.83% | +3,155 | New |
| Aufman Associates Inc | 3,157 | $1.33M | 0.90% | −16−0.5% | Reduced |
| Davis Investment Partners, LLC | 3,170 | $1.33M | 0.56% | +489+18.2% | Added |
| Sightline Wealth Advisors, LLC | 3,159 | $1.33M | 0.72% | +10.0% | Added |
| Richmond Brothers, Inc. | 3,160 | $1.33M | 0.85% | −987−23.8% | Reduced |
| WorthPointe, LLC | 3,160 | $1.33M | 0.55% | −33−1.0% | Reduced |
| Arbor Wealth Advisors LLC | 3,163 | $1.33M | 1.19% | +923+41.2% | Added |
| WESPAC Advisors, LLC | 3,165 | $1.33M | 0.98% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,166 | $1.33M | 0.62% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 3,168 | $1.34M | 0.21% | +1,978+166.2% | Added |
| HighMark Wealth Management LLC | 3,169 | $1.34M | 0.77% | −127−3.9% | Reduced |
| May Barnhard Investments LLC | 3,171 | $1.34M | 0.64% | −38−1.2% | Reduced |
| James Reed Financial Services, Inc. | 3,173 | $1.34M | 1.40% | +3,173 | New |
| Single Point Partners, LLC | 3,176 | $1.34M | 0.31% | +3,176 | New |
| Harvest Investment Services, LLC | 3,180 | $1.34M | 0.33% | −544−14.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,159 | $1.34M | 2.78% | +1,279+68.0% | Added |
| TruNorth Capital Management, LLC | 3,184 | $1.34M | 0.37% | −220−6.5% | Reduced |
| BXM Wealth LLC | 3,194 | $1.35M | 1.88% | +3,194 | New |
| LifePlan Investment Advisors, Inc. | 3,199 | $1.35M | 0.83% | +111+3.6% | Added |
| One + One Wealth Management, LLC | 3,203 | $1.35M | 0.79% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 3,210 | $1.35M | 0.71% | +102+3.3% | Added |
| Tandem Wealth Advisors LLC | 3,212 | $1.35M | 0.69% | +261+8.8% | Added |
| Dougherty Wealth Advisers LLC | 3,215 | $1.36M | 1.05% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 3,218 | $1.36M | 0.74% | +17+0.5% | Added |
| Soundwatch Capital LLC | 3,218 | $1.36M | 0.14% | +66+2.1% | Added |
| Uhlmann Price Securities, LLC | 3,218 | $1.36M | 1.02% | +150+4.9% | Added |
| Peak Financial Management, Inc. | 3,222 | $1.36M | 0.41% | +80+2.5% | Added |
| Presidio Capital Management, LLC | 3,223 | $1.36M | 0.73% | +137+4.4% | Added |
| Fiduciary Family Office, LLC | 3,227 | $1.36M | 0.41% | −11,236−77.7% | Reduced |
| New Harbor Financial Group, LLC | 3,227 | $1.36M | 0.41% | −97−2.9% | Reduced |
| Nebula Research & Development LLC | 3,229 | $1.36M | 0.16% | −5,529−63.1% | Reduced |
| Scientech Research LLC | 3,231 | $1.36M | 0.39% | −1,536−32.2% | Reduced |
| SWS Partners | 3,238 | $1.36M | 0.41% | +1,065+49.0% | Added |
| Koa Wealth Management, LLC | 3,244 | $1.37M | 1.12% | −34−1.0% | Reduced |
| Causey Wealth LLC | 3,245 | $1.37M | 0.80% | +3,245 | New |
| Pollock Investment Advisors, LLC | 3,248 | $1.37M | 1.11% | +3,248 | New |